Occidental Asset Management, LLC TLT Holdings History
Occidental Asset Management, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-06-30, Occidental Asset Management, LLC held 150,816.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $13.31 Mil. This investment constitutes 1.84% of their stock portfolio, and Occidental Asset Management, LLC now holds 0.03% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2021Q2. And since then Occidental Asset Management, LLC has made 7 purchases of TLT, at an average price of $91.93, for a total of 176,807.00 shares. In addition, there have been 5 sales at an average price of $111.28 for 25,991.00 shares. Based on historical transaction data and TLT's current price of $86.03, Occidental Asset Management, LLC's estimated gain on his TLT holdings is $-387,067.11, reflecting a -2.38% gain to date.
Occidental Asset Management, LLC TLT ($86.03) Holding Chart
Occidental Asset Management, LLC TLT ($86.03) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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